Technical Business Analyst

Industry: Investment and Wealth Management

Job: Technical Business Analyst

Compensation: $110K - $140K

Locations: - First 90 days on site with 1-2 days WFH afterwards per year.

• Plano, TX
• Camas, WA

Scope:

As a Technical Business Analyst, you will be reporting to the PMG Technology Production Support Team Lead to provide business/product support for investment operations. You will work with Portfolio Accounting, Custodian Data Reconciliation, Portfolio Implementation, Portfolio Engineering and Security Operations teams for daily operations. You will be responsible for understanding the business requirements, identifying process improvements, and designing and implementing solutions. You will have a unique opportunity to contribute to our product development.

Education:

• Bachelor's degree or equivalent combination of education and experience required

Experience:

• 5+ years of experience working as a Business Analyst supporting business critical applications as part of a Wealth or Investment Management Technology team
• Hands-on experience in Investment Portfolio management platforms (Portfolio Accounting, Order Generation, Performance and reporting, Market Security)
• Working knowledge of Investment Portfolio management concepts (Positions, Trades, Securities)
• They must have technical experience in modifying and creating SQL queries to pull data
• They must be able to work with API's and FTP calls in a Microsoft environment.
• Ability to analyze various situations and develop creative solutions

Responsibilities:

• Collaborate closely with all Portfolio Management group which includes Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations Teams to ensure system is performing as expected
• Monitor production platforms for start of day readiness and general system health
• Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
• Provide operational and incident support for your assigned applications and modules
• Perform root cause analysis on production incidents and propose solutions to prevent recurrence
• Define user stories and acceptance criteria based on business requirements
• Define business, functional and technical systems requirements accompanied with solution detail, diagrams
• Participate in the software development lifecycle
• Identify ways to streamline processes by recommending items for automation, re-structuring, or elimination
• Provide business recommendations based on critical analysis
• Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates

Benefits:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year